PMC Sierra talks chip cycles

NicoleMaestri

JanetHaney

SAN FRANCISCO (CBS.MW) -- PMC-Sierra
PMCS
Chief Financial Officer John Sullivan said that of the 90-plus chips the communications chipmaker generates revenue from, 40 of them were brought into existence in the last two years.

Inktomi eyes intranet applications

Texas Instruments holds cards

SAN FRANCISCO (CBS.MW) -- Texas Instruments
TXN, -1.55%
said Thursday it hasn't changed its financial outlook since its quarterly conference call on Jan. 21. Chief Financial Officer Bill Aylesworth also told a group of investors and fund managers at the Banc of America Technology Week conference that this is a "difficult environment for all of us," referring to an overall economic slowdown.

Getting out the microscope

SAN FRANCISCO (CBS.MW) -- For some companies, what's said at the Banc of America Technology Week conference is as important as what is not. Ted Bates, vice president and portfolio manager at Hillard Lyons Investment Management in Louisville, Ky., offered his insight as to what he's looking for during the conference in San Francisco.

Flash memory holds Intel's focus

SAN FRANCISCO, (CBS.MW) -- Intel
INTC, -0.82%
said Thursday that two thirds of the company's flash memory revenue comes from the mobile phone market and that its communications group is the fastest growing unit at the chipmaker.

Private parties

Publicly-traded companies weren't the only ones presenting during the conference this week in San Francisco. Fast-Chip, a fabless semiconductor company that focuses on the communication integrated circuit market, was just one of many private firms talking to conference attendees. The Sunnyvale, Calif. company said it has 14 patents pending. Fast-Chip supplies silicon to network original equipment manufacturers.

Wednesday's Renegades: Broadcom seeing slower growth

SAN FRANCISCO, (CBS.MW) -- Despite the softening integrated-circuit market, Broadcom CEO Henry T. Nicholas told the Banc of America Technology Week conference Wednesday he still sees growth. That growth, however, will not be as great as expected.

Palm talks mix, market share

SAN FRANCISCO, (CBS.MW) -- Palm
PALM, -2.56%
CEO Carl Yankowski told the conference Wednesday his company expects to hold its 66 percent market share for handheld devices, while its share of the handheld operating system market is growing strongly.

Ciena sees robust growth

SAN FRANCISCO (CBS.MW) -- Speaking at the conference on Wednesday, Ciena
CIEN, +0.52%
President and COO Gary Smith said he sees great growth potential as customers move from older voice networks to more simple, smaller, optical networks.

Brocade says it's winning battle for share

SAN FRANCISCO (CBS.MW) - Brocade Communications CFO Mike Byrd told the conference his company's share of the storage area networking market grew from 42 percent in 1999 to 59 percent in 2000. He said Brocade
BRCD
is expecting to gain even more market share this quarter.

Tuesday's reports: JDS expects merger results next week

SAN FRANCISCO (CBS.MW) -- JDS Uniphase CFO Anthony Muller told conference attendees Tuesday that it will incorporate SDL results into company financial expectations after a Feb 12 shareholder meeting. The company's
JDSU
purchase of SDL was approved by the Justice Department Tuesday. JDS Uniphase will sell a Swiss subsidiary to Nortel in order to meet government conditions for the purchase of SDL.

Micron Technology takes inventory

SAN FRANCISCO (CBS.MW) - Micron Technology
M, -0.23%
said Tuesday that pressure remains for spot prices going forward, as the company discussed its outlook for memory components, new product lines and the ongoing inventory situation during the Banc of America Securities Technology Week conference.

Motorola: GSM to dominate

SAN FRANCISCO (CBS.MW) - Motorola told the conference that it expects the GSM standard, currently dominant in Europe, will expand its dominance in other regions. The company
MSI, -0.72%
announced it won a $130 million contract for digital infrastructure in Malaysia using GSM technology.

KLA-Tencor: smaller is better

SAN FRANCISCO (CBS.MW) - KLA-Tencor CFO John Kispert sees big opportunities in smaller technologies. He said the next generation of chips creates more opportunities for KLA-Tencor
KLAC, -0.80%
semiconductor testing.

IBM talks server targets

Photon Dynamics looks abroad

SAN FRANCISCO (CBS.MW) - Photon Dynamics CEO Vincent Sollitto said the company is looking to expand in Asia, Europe and Mexico. The company
PHTN
says it's hoping for gross margins of 50 percent in the next year or two.

Atmel: no inventory glut

SAN FRANCISCO (CBS.MW) - Semiconductor maker Atmel said it expects 2001 to be a breakthrough year for its Silicon Germanium technology. The company
ATML
also said it's happy to have avoided the inventory glut affecting others in the sector.

AMD says inventory issues remain

SAN FRANCISCO (CBS.MW) -- Advanced Micro Devices
AMD, -2.50%
said that weak PC sales would produce a slightly lower growth rate than the past few years. The chip-maker also said that its sales growth rates would be at the high end of the range of estimates vs. its rivals in the business.

National Semiconductor

SAN FRANCISCO (CBS.MW) -- National Semiconductor's
NSM, +0.48%
CEO repeated expectations for a down calendar first quarter, but that business should improve later in the year. CEO Brian Halla said he remains "cautious," but that the company should see "more normal order patterns after March."

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